Forum Topics Bob the Bot - an AI Agent
JohnnyM
Added 2 months ago

This reporting season was a mixed bag. Overall, I was happy with my holding’s progression. Some wonderful results and some absolute horrors.

What I was most happy with was the improvements in my process. I thought I’d share what I’ve come up with, in case it helps others.

I have holdings in 24 companies on the ASX which makes it a decent amount of work to keep on top of them. Before earnings season I had made two master prompts where I could download the H1 Report and the Investor Presentation and give them both to Chatty along with my prompts and have him analyse. One prompt is on Management’s honesty in what they present in the Investor pack Vs actual results. As an Accountant “Underlying Earnings” is a personal bugbear. The other is an Equity Research Prompt I’ve developed over months of using chatting and includes all sorts of questions, like reverse DCF, Mean Reverse trap of a fallen stock.

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However, after hearing that @Strawman has stood up an Instance of Open Claw, I thought I should work on some automation myself. Given I have never coded in my life, Open Claw seems a bit too far for me just now, but I did manage to set up a working Agent via GitHub + Python + loads of help from Chatty. My sons named him Bob the Bot.

The chart below shows what Bob does. Every morning Bob automatically goes to the ASX website and looks for announcements from my 24 holdings. He then decides if an announcement is just admin junk and or if it’s Price Sensitive. If it’s worth it (think HY, FY, Investor Pres, Cap Raise, Acquisition), Bob downloads the PDF and passed it to Chatty via Open AI’s API (which costs a very small amount) he also passes my prompts above and some other prompts for an acquisition or cap raise. Once Chatty works his magic he passes the result back to Bob who brings it all together and emails it to me at ~9am Singapore time.

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I can’t tell you how much I’ve learned about AI, Coding, Python in the last ~36 hours.

If you’re looking for help with your own processes, I’m happy to point you in the right direction… in a blind leading the blind kind of way.

In fact, for fun, I asked Chatty to produce a summary of our VERY long conversation (I asked him 65 Questions in the same chat), including what he thought was the silliest questions I asked. Enjoy at my expense.

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Cheers

JM+Chatty+Claude(Graphics)+Bob

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Strawman
Added 2 months ago

That is very cool @JohnnyM

It also made me laugh.Glad it's not just me asking AI lots of newbie coding questions! (Until recently I had no idea what a repo was either lol). Amazing how quick you can learn with an AI by your side. And actually doing it --writing code and running it, well, it is absolutely the best way to learn.

I actually gave up on OpenClaw (aka Moltbook, aka clawbot). I just found it way too unstable.

But now I'm building an agent using cloudflare's agent SDK. MUCH more robust. Progress is slow, but I am moving forward. One stupid mistake at a time.

Can I ask how you built Bob? How do you handle memory and tooling (do you use MCP servers?), do you use an API to connect an AI to custom front end? What GitHub project did you use?

I'm heading deeper and deeper down this rabbit hole, and loving it. It's certainly made me very bullish on the future of this tech.

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Schwerms
Added 2 months ago

Thats awesome, any useful links etc would be handy to video guides or to particular tools you used to make it, got me pretty interested in having a crack if time allows..

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Cbcameron
Added 2 months ago

This looks awesome. Well done

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Tom73
Added 2 months ago

Double thumbs up @JohnnyM , you're an inspiration to this AI luddite!

Just this week I have started to get serious about using AI consistently and learning more - you have just provided a near term project and learning goal I feel I can achieve and, in the process, significantly expand my AI capabilities.

Cheers.

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tomsmithidg
Added 2 months ago

For all those who still didn't know (including me) 'what is repo' see below ;D

EDIT: in this case Repo refers to GitHub Repositories which is where the program sits and runs from. Not a Repo as in Repurchase Agreement, NOT WHAT I PUT BELOW, haha. That's what I get for having to Google a term myself.

A repo is a short‑term, collateralised loan dressed up as a sale and later repurchase of securities.

Plain‑English definition

In a repurchase agreement (“repo”):

  • One party sells a security (usually government bonds) to another party for cash today.
  • At the same time, they promise to buy back the same security later at a slightly higher price.
  • The difference between the sale and repurchase price is effectively the interest on the cash loan (the repo rate).

Economically, the “seller” is borrowing cash and posting the security as collateral; the “buyer” is lending cash and holding the security until it’s repurchased.

Why repos matter

  • They’re a core money‑market funding tool for banks, dealers, hedge funds, etc.
  • Central banks use repo and reverse‑repo operations to add or drain liquidity and help keep overnight rates near their policy target.
  • Because they’re secured by high‑quality collateral, repo rates are usually lower than unsecured interbank rates.

So, when you hear “repo”, think: very short‑term secured funding using securities as collateral, structured as ‘sell now, buy back later’.

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JohnnyM
Added 2 months ago

Thanks for the interest in my post on Bob the Bot.. I thought the quickest way to share what I did was to make a quick video.

Felix and I explain what we've been working on here.

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To recap the tools I used.

Python

Github

An API key from Open AI (which you will need to pay for usage)

An API key with Google Cloud and App Password for Gmail (for now it's free)

Things like Playwrite App to get around the ASX Gate, Chatty will write the code to call that function in Python.

Hope that helps

Cheers

JM+Felix

PS @tomsmithidg in this case Repo refers to GitHub Repositories which is where the program sits and runs from. Not a Repo as in Repurchase Agreement.

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Foxlowe
Added 2 months ago

@Schwerms if you use windows, there is an icon for copilot, you can ask it all sorts of questions and you can give it jobs to do. I've had it write programs for me, which create python scripts you can run under windows. One of my scripts runs a scraper of the ASX website for all the shares I own, down load them and put them in directories. I can then use copilot to do deep dives into those shares, I go back five years, in my downloads, this then enables me to ask copilot to work out are they meeting targets, are the board doing what they say they are doing and check against track records. Amazingly powerful stuff, all for free. I'm so happy with how it is all going that I'm building a standalone AI inhouse system as I don't like the world knowing my shit. The copilot has designed a system for me, which I'm waiting on all the bits to arrive. All very exciting.

Probably using the ASX website for scraping, is they change the format and how the data is displayed regularly, so you need a script which can adjust.

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jcmleng
Added 2 months ago

@JohnnyM, to say this is inspirational is a complete understatement - many thanks for sharing!

I use Chat, a bit of python and Github for my home automation programming, but always for a small, defined specific piece of code. Nothing as big a workflow as this. The thoughts coming to my head:

1. Bloody hell .... this is powerful.

2. In virtually ALL the AI-related articles and video's I have viewed/read, the one advice that has stood out is "give the damn thing a go". Your video has given me a good and welcome kick in the nuts to say "give it a go, but think BIGGER, get it to do MORE"

3. I need to remove the mental block of "physically doing myself" and let AI do it for me - this, I think, is going to be my greatest inertia. I think when I do, so I need to learn how to think when I read ...

4. Need to think more closely on my current workflow, and how AI can speed it up for me. There are lots of opportunities to do that.

5. Get on with it ... NOW

Thanks again mate, very much appreciated!

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Schwerms
Added 2 months ago

Thankyou for doing this

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Schwerms
Added 2 months ago
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tomsmithidg
Added 2 months ago

Haha, thanks @JohnnyM :D

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